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MLPL

UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN
MLPL

Delisted

MLPL was delisted on the 29th of January, 2016.

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16 hedge funds and large institutions have $29.4M invested in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN in 2014 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $22.6M → $29.4M (+$6.78M)

6% less funds holding

Funds holding: 17 → 16 (-1)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.4M
2
UR
USCA RIA
Texas
+$30.7K
3
CFA
Carroll Financial Associates
North Carolina
+$9.31K
4
NES
New England Securities
New York
+$6.2K

Top Sellers

Rank Fund Capital Flow
1
NIM
NXG Investment Management
Texas
-$931K
2
ACP
Aviance Capital Partners
Florida
-$333K
3
SCA
Salient Capital Advisors
Texas
-$95.8K
4
AIG
American International Group
New York
-$29.2K
5
WA
WFG Advisors
Texas
-$12.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1
Eagle Global Advisors
Texas
$12.7M – – –
NIM
2
NXG Investment Management
Texas
$8.09M -$931K -15,000 -12%
LPL Financial
3
LPL Financial
California
$4.55M +$2.4M +38,750 +149%
ACP
4
Aviance Capital Partners
Florida
$1.59M -$333K -5,375 -19%
UR
5
USCA RIA
Texas
$1.33M +$30.7K +495 +3%
CFA
6
Carroll Financial Associates
North Carolina
$313K +$9.31K +150 +3%
SCA
7
Salient Capital Advisors
Texas
$285K -$95.8K -1,544 -28%
WRM
8
Westport Resources Management
Connecticut
$132K – – –
Bank of America
9
Bank of America
North Carolina
$105K – – –
US Bancorp
10
US Bancorp
Minnesota
$70K – – –
U
11
UBS
Switzerland
$63K – – –
NES
12
New England Securities
New York
$59K +$6.2K +100 +13%
WA
13
WFG Advisors
Texas
$26K -$12.2K -196 -35%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$11K – – –
MIM
15
Macroview Investment Management
Maryland
$4K -$6.2K -100 -67%
AIG
16
American International Group
New York
$2.11K -$29.2K -470 -94%
Wells Fargo
17
Wells Fargo
California
– -$62 -1 Closed

MLPL Hedge Fund Activity: Q2 2014 in Review

16 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) for Q2 2014, worth a combined $29.4M — up 30% from $22.6M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of MLPL and 0 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.

The largest buyer was LPL Financial, adding an estimated $2.4M. The largest seller was NXG Investment Management, cutting an estimated $931K.

  • 16 institutional investors held UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN (MLPL) as of Q2 2014, down from 17 in Q1 2014.
  • Funds reported $29.4M of UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN stock for Q2 2014, up 30% quarter-over-quarter.
  • 0 funds opened new UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN positions in Q2 2014 and 1 closed out, a net change of -1 holder.
  • The largest UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN buyer in Q2 2014 was LPL Financial, an estimated $2.4M added.
  • The largest UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN seller in Q2 2014 was NXG Investment Management, an estimated $931K sold.

Based on aggregated 13F filings for Q2 2014.